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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,747 | $99,652-68.1% | $78,778-59.7% | $147,586-78.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 12.49% | 47.28%-34.8pp | 35.62%-23.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,801 | $2,796-35.6% | $1,986-9.3% | $4,876-63.1% |
| Participant deferral / active EE | $2,229 | $3,664-39.1% | $2,958-24.6% | $5,439-59.0% |
| Admin fee / account holder | $3,297 | $7,155-53.9% | $5,134-35.8% | $10,886-69.7% |